Individual Tax Returns
Form 1040 returns from simple wage returns to multi schedule households with rental, business, investment and K-1 income.
Scope
What we do
- Organise source documents and flag what is missing before preparation starts
- Prepare Schedules A, B, C, D, E and SE, Form 8949 and depreciation schedules
- Import and reconcile K-1s, brokerage statements and prior year carryovers
- Calculate estimated payments and safe harbour amounts for the coming year
- Prepare state returns alongside the federal return
What your firm receives
- A completed return in your tax software, ready for review
- A preparer's note listing open items, judgements and changes from last year
- Tied out workpapers for every figure a reviewer will ask about
What we need from you
- Access to your tax software and document portal
- Your review checklist and any firm specific preferences
- Confirmation that the taxpayer's section 7216 consent is on file
Industries where this comes up
What your firm keeps
Your firm reviews the return, signs as the paid preparer, files it and keeps the client relationship.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Tax Preparation and Review
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Form 1120-S returns with shareholder basis tracking, reasonable compensation notes and state pass through entity elections.
Read MoreC Corporation Returns
Form 1120 returns for closely held and venture backed corporations, including consolidated groups and foreign owned companies.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample